In the News

Investment Management

10-Year Annualized Rolling Returns

The chart below is a continuation of our 2014 series and tracks the…
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Investment Management

Time in the Market

Chart Content: Annualized S&P 500 Index returns over the past 25 years compared to…
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Investment Management

Concentration of Returns in the S&P 500

The pursuit of excess investment returns in 2023 was predominantly determined by having…
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Investment Management

Our View of 2024: January Update

Increasingly Optimistic Consumer health will dominate headlines in 2024 as the eventual recession…
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Happy middle aged spouses checking financial documentation and calculating spents while planning family budget together at home, smiling mature spouses reading papers and using calculator
Financial Advice

Determining a Personalized Inflation Rate

In an age of customization, is it possible to personalize your approach to…
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Doctor holding piggy bank and putting coin. and Healthcare cost, Money Saving, Health Insurance, Medical, Donation and Financial concepts
Tax Management

Are HSA Contributions Tax Deductible? Answers to 11 Essential HSA Questions

If you’ve ever had questions about a Health Savings Account (HSA), you’re not…
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Documents, meeting and business people planning on spreadsheet, data analysis and statistics report for budget. Professional woman, accountant partner or clients for paperwork, profit or taxes advice.
Financial Advice

Advisors Reveal the 5 Best Financial Tips for the New Year

January is a great time to reset your finances, regain control, and recommit…
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Retirement Planning

5 Simple Ways to Pursue Financial Freedom

Financial freedom changes lives. It’s our tagline and, if nothing else, a nice…
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Retirement Planning

How to Know if You Can Retire Early

A pre-retirement checklist to make early (or earlier) retirement a reality As we…
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